How To Edit Invoices, Packing Slips And Pick Lists In Shopify

Shopify now has a Documents area under Settings, Shipping and delivery where you create and edit your invoice, packing slip and pick list. The invoice and packing slip use a Liquid and HTML editor. The pick list is no-code. Each has Preview, Duplicate, and Revert to default. This feature is in early access, so your admin may differ.

Where To Find Documents

1. In your Shopify admin, click Settings.
2. Click Shipping and delivery.
3. Find the Documents section.

Documents is in early access. If you do not see it, your store has not been given access yet. 

How To Create A Document

1. In Documents, click Create document.
2. Choose Invoice, Packing slip, Pick list, or Blank template.
3. Give it a clear name.
4. Click Create, and the editor opens.

The Invoice Template

The invoice editor shows your template code on one side and a live preview on the other. It is written in Liquid and HTML. Liquid pulls in your real order data, such as the customer name, the items and the totals, and HTML controls how it looks.

Privacy check before you share. Your preview will show your store address, phone number and email. Cover those when you take screenshots for anyone outside your team.

The Packing Slip Template

The packing slip uses the same kind of editor. It goes in the box with the order, so keep it simple. Show the items and quantities clearly, add a thank you, and put your support contact where a customer can find it.

Do not include prices on a packing slip if the order might be a gift. If you want a gift friendly version, duplicate the slip and edit the copy.

The Pick List

The pick list is for you and your packers, not the customer. It does not need code. You choose which columns appear and in what order.

Useful columns usually include product name, variant, SKU, quantity and bin location. Here is the full list. You can also add more to your list.

Fulfillment Status

• Open
• In progress
• Canceled
• Incomplete
• Closed
• Scheduled
• On hold

Columns

• Order name
• Product title
• Variant name
• Variant image
• Quantity
• SKU
• Bin location
• Order tag
• Product tag

NOTE: I would suggest not adding too much information because it will get confusing. Test the list out when your staff or you collect your items for shipping.

The Safe Editing Routine

Template code is easy to break. Follow this routine every time.

1. Click Duplicate and edit the copy, never the original.
2. Make one change at a time.
3. Click Preview after each change.
4. Print a test document from a real order.
5. If something goes wrong, click Revert to default.

The editor has a 135,000 character limit per template. Most stores never get near it.

What To Change First

• Add your logo and brand name.
• Add your return instructions to the packing slip.
• Add a short thank you.
• Remove anything a customer should not see.

Frequently Asked Questions

How do I edit my Shopify packing slip?

Go to Settings, Shipping and delivery, Documents, create or open a packing slip, edit the template, click Preview, and save.

Do I need to know code to edit a Shopify invoice?

The invoice uses Liquid and HTML, so some code is involved. The pick list is no code. You can also ask your developer to make changes for you.

How do I undo changes to a document template?

Click Revert to default. To be safe, always edit a duplicate so your original stays untouched.

Can I make a packing slip without prices?

Yes. Duplicate the packing slip and remove the price lines from the copy.

Why can I not see Documents in my admin?

The feature is in early access and may not be available to your store yet.